The General Data Protection Regulations (GDPR): How to get GDPR consent

This new guide outlines what GDPR is, and takes you through the steps to getting provable, recorded opt-in by your contacts.

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Details

Publication date: April, 2018

Pages: 60

ISBN: 978-1-78358-329-4

Description

Article 3 of the GDPR says that if you collect personal data or behavioral information from someone in an EU country, your company is subject to the requirements of the GDPR

At first glance, the General Data Protection Regulations (GDPR) can look like a mountain to climb. The GDPR raise issues with how you secure the information you keep about your clients and customers, and also your staff members.

The GDPR is a huge topic that has worldwide implications, and this practical guide isn’t designed to give you a complete overview of all your requirements. There are plenty of data protection consultants doing that.

What this guide can do for you though, is show you what to do with your database of contacts – whether that is the contacts you already have in your marketing list, new contacts you meet when networking, or when you receive requests to unsubscribe from your communications or to be deleted completely, often called “the right to be forgotten”.

Contents

Executive summary

About the author

Section 1: About the GDPR

About the GDPR

Who and what does the GDPR apply to?

The GDPR principles

What are the lawful bases for processing?

What is consent?

How this guide can help you

How this guide works

Currently using multiple contact lists?

Section 2: How to get GDPR consent from your existing contacts

Part 1: Getting consent from contacts with email addresses

Introduction

Just obtain consent? Or also find out issues?

Which route to getting consent is best?

Purchasing email marketing software and setting up a preferences form

Create your covering email

Getting plenty of responses

Create “Thank you for updating your details” text

Get your email text checked

Send a test email to yourself

Check the updated details in your software worked

Create segments of contacts in your database

Send your emails and watch the responses

Send “Thank you for updating your details” emails

Report back initial findings

Using updated details to spot contacts with issues that need resolving

Send a reminder to people who didn’t respond

Send a second reminder to people who didn’t respond

Send a final reminder

Summary

Checklist

Part 2: Get consent from contacts without emails

Introduction

Checklist of things you may need

Create your letter text

Create your thank you email text

Create your mailing list

Merge and post your letters

Sending your letters via Hybrid Mail

Capturing your responses, if you only have hundreds

Capturing responses (if you have thousands or more)

What to do with “delete me” and “unsubscribes”

What to do with “return to sender” letters

Follow up your responses with a thank you

Sending hard copy reminder letters

What to do with contacts without contact details

What to do with contacts who don’t respond at all

Summary

Checklist

Section3: Unsubscribes, the right to be forgotten, and new contacts

Introduction

Include “unsubscribe” and “delete me” options on all marketing

How to manage unsubscribe requests

How to manage delete requests / right to be forgotten

What to do when meeting a new contact

Getting that new contact into your database

Set up internal processes to capture details quickly

What to do with your newsletter sign-up form on your website

The General Data Protection Regulations (GDPR): How to get GDPR consent

Authors

Simon McNidder

Simon McNidder is an independent CRM database consultant. His company, Database First Aid, offers organisations proven advice (or assistance) on setting up or improving CRM and marketing data, databases, and eMailshots. Simon has spent over 20 years using, managing, and implementing CRM databases, mostly in law and accounting firms, including 15 years at Pinsent Masons as their CRM database manager (where he won two national CRM industry awards).